Rickey Advisors

Rickey Advisors

About this app

The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward.
Features Include:
View your portfolio holdings and asset allocation
Track your balance and account performance
Link your outside accounts and bank accounts to see your total financial picture in one place
Securely store and share documents with your advisor
Access your financial plan and track the progress toward your goals
Run “what-if” scenarios to see how different decision affect your plan
Access key reports on demand including transaction history, tax statements, monthly and quarterly statements
Access the news feed from your advisor to stay up to date
Connect with your advisor through the app

What’s new

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes